Accountant certifies their status as a wholesale or sophisticated investor.

Step 4

Your client relationship management system is updated with the clients status, certificate ID and expiry.

Log in to Cygura at any time to download certificates or generate As At reports.

"We travel a fair bit and I invest directly with certain issuers for my trust and SMSF. I don't like having to go to my accountant and getting 2 certificates signed each time. Cygura means I now only have to do this once for each entity, and I can be interstate."Nick (Sophisticated Investor)

“We now advise all of our sophisticated investors they can use Cygura. As an online solution it makes the whole process easier. The client can stop chasing their accountant for certificates and we can log in and check their status instantly.”Katherine, Fund Manager

“Keeping track of paper-certificates has always been labour-intensive and fraught with compliance risk. Now we can generate As-At reports showing the status of our clients’ investor certificates at any point in time.”Darren, Investment advisor

We use Cygura for all of our sophisticated investor certification. Their simple, automated process is exactly what we were looking for and fits perfectly with our own business approach.”Andrew Petris, Founder of Timelio

“Cygura is like moving from using cheque books to internet banking.”Brendan, Accountant

“I take certifying my clients very seriously. After reviewing assets or income, I sign the form, scan a copy for file, and send the original back to my client. This takes time. Cygura is real time, keeps the record for me, and reminds me about upcoming expiries. I like to be on the front foot with my clients.”David, Accountant

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This page provides references to
the
policies and agreements that apply to all products and services and your dealings with Cygura, a
division of Sophisticated Access Capital and all associated companies and business partners.